Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in …
Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large …
2023 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2023 federal estate, gift and GST exemptions, as …
A Guide to Qualified Personal Residence Trusts (QPRTs)
What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either …
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by …
Divorce Asset Planning Guide
Take control of your finances during and after divorce with our complimentary divorce planning guide.
Selecting a Financial Advisor
Do you know what to consider when selecting a financial advisor? It’s never too early to secure your financial future. …
Navigating Mental Health Issues When Serving as Trustee
A Conversation with an Experienced Estate Attorney and Trustee At Wealthspire Advisors, there are several senior advisors who also serve …
A Primer on Impact Investing
Our downloadable impact investing guide can be found here.
How Savvy Investors Plan for Education Expenses
There is a changing reality for many parents: that advanced planning and a long-term strategy for financing a child’s education …
Preparing to Sell Your Business: How to Optimize the Sale and Transition
We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the …
Planning for Long-Term Care: Exploring Your Options and Creating a Plan
Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US …
Choosing Executors, Trustees, and Guardians for Your Estate Plan
Who would you trust to take care of your children if something happened to you? Who would you trust to …
Estate Planning 101
The purpose of this white paper is to provide you with an overview of estate planning basics. Establishing or revising …
Charitable Remainder Trusts (CRTs)
What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) …
